The Savvy Women’s Club: A forum dedicated to helping women enhance their financial IQ

Even though women’s roles continue to evolve, many women still spend so much of their time taking care of everyone else, they don’t tend to their own needs.

That can be particularly true when it comes to their finances.

Change “one of these days” to “today”

You know it’s wise to take an active role in managing your money. Maybe you say to yourself, “One of these days, I’m going to learn more about financial planning”, or, “When I have more time, I’ll figure out how much I should be saving for the future”.

Too often, though, it takes a major life event to make that happen—which is usually not the best time to focus on such an important aspect of your well-being.

Why a financial club for women?

The days are gone when most women believed they didn’t need to know about financial matters and instead relied on their husband or their father to “handle the money”. Still, a lot of women don’t put much thought or effort into managing their financial affairs.

That’s why the Savvy Women’s Club can benefit so many women—like you, perhaps. Surrounded by others who can inspire, encourage and empower you, you’ll discover new confidence and clarity with regard to your finances… and that can make an enormous difference in how you live your life.

Working with an advisor who ‘gets’ you

Guardian Wealth Management has tailored the Savvy Women’s Club based on our experience with our female clients. When you become our client, you’re invited to become a club member.

At monthly meetings, you’ll learn more about building your wealth and developing strategies to address all aspects of your financial life. Remember, it’s not just about your money. It’s about the relationship between your finances and how you live, today and in the future.

For more information contact us at 408.791.3500

Sign up!

Learn, participate and form new friendships

Meetings of the Savvy Women’s Club are designed to encourage interactive communication in a relaxed environment. Discussions are lively and motivational, with topics covering a range of financial issues, such as:

  • Cash Flow Planning so you don’t run out of money
  • How to Control or Get Out of Debt
  • 2nd Marriage Money Issues
  • Making the Transition Following Divorce or the Death of a Spouse
  • Saving for a 30 year Retirement
  • Planning for your children’s or grandchildren’s education
  • Being “sandwiched” between your children’s needs and those of your aging parents
  • Learning how to talk to your aging parents about money
  • Estate Planning – taking steps to get your legal affairs in order
  • Financial Planning – How to Sleep Well at Night
  • Insurance Consulting – protecting what you have
  • Asset and Risk Management issues
  • Tax Planning – Giving the IRS the least amount of money
  • Charitable Giving – remembering causes that are important to you
  • Routine life issues, such as:
    • How to get a raise or a promotion
    • Whether you should buy or lease your next car

Additional membership privileges

Members of the Savvy Women’s Club also have the opportunity to attend private, by-invitation-only special events and exclusive educational events focused on women’s perspectives on financial strategies.